Waverly Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

115332

SEC number

801-60741

Firm type

RIA

Assets under management

$29.8B as of Jun 3, 2026

Website

www.waverly-advisors.com ↗

Phone

205-871-3334

Address

600 University Park Place, Birmingham, AL, 35209

Advisors at this firm

171 in our index · page 4 of 4

• Katherine Beth ScottCRD 8030659 · Chicago, IL
  IA Registered
• Bradley Michael SteinmanCRD 7317479 · Deerfield, IL
  IA Registered
• Irby Jones ThompsonCRD 1214847 · Montgomery, AL
  IA RegisteredRegistration inactive
• Tracy E TravisCRD 5591001 · Dayton, OH
  IA Registered
• Allen Zachariah ThumaCRD 6842031 · Dayton, OH
  IA Registered
• Lorraine R TomlinCRD 6822779 · Charlotte, NC
  IA Registered
• Ketulkumar Jatinbhai TrivediCRD 7247152 · Seattle, WA
  IA RegisteredRegistration inactive
• Ethan Colby TurnerCRD 7561866 · Birmingham, AL
  IA RegisteredRegistration inactive
• Garrett Bradley UlmerCRD 6686461 · Metairie, LA
  IA RegisteredRegistration inactive
• Megan Deroche UlmerCRD 6708815 · Metairie, LA
  IA Registered
• Michael Elliott Van NessCRD 5578936 · Charlotte, NC
  IA Registered
• Erin Lynn VasseurCRD 4668917 · Metairie, LA
  IA RegisteredRegistration inactive
• Hosler Lee WallCRD 2713866 · Lakeland, FL
  IA Registered
• William Brooks WallCRD 6529632 · Metairie, LA
  IA RegisteredRegistration inactive
• Kimberly Mcdonald WarnerCRD 2702354 · Homewood, AL
  IA Registered
• Cathy Renee WatersCRD 3090560 · Cincinnati, OH
  IA RegisteredRegistration inactive
• William Allen WeberCRD 6699413 · Lake Oswego, OR
  IA Registered
• James Allen WernerCRD 2254147 · Austin, TX
  IA Registered
  Disclosure event(s) on record
• Cooper Downs WhiteCRD 5915451 · Chicago, IL
  IA Registered
• Clarissa Ann WarnerCRD 7441503 · Hamilton, OH
  IA Registered
• Jacob Anthony WeberCRD 8034092 · Cincinnati, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.